Explains the purpose of configurable text, describes what configurable text keys and values are, gives an overview of the process of customizing configurable text, the screen administrators use to manage configurable text keys and values, and the tasks relevant to customizing configurable text.
Provides an overview of the tasks an administrator performs to configure the system for expenditures.
Configuring On-Demand Reports
Describes the steps an administrator takes to configure on-demand reports. When a user has a portfolio selected, on-demand reports automatically include data relevant to work or resources associated with that portfolio.
Discusses what strategic financial planning involves, describes the two approaches you can take to define financial plans for strategic planning purposes, and provides an overview of the steps administrators take to set up strategic Financial Management.
Content Management Administration
General information about the tasks administrators perform for Content Management.
Controlling Permissions Requirements for Associating Entities
Describes how administrators can control the types of permissions users need to be able to allocate or associate one type of entity with another type of entity in Planview Portfolios.
Database Management
Provides an overview of managing Planview Portfolios databases.